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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN TRUST COMPANY Service code 28 · EIN 02-0448023 ONE COURT STREET · LEBANON, NH 03766 | Investment Management | $194,401 |
Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment management fees paid indir... | $40,038 |
WITHUMSMITH+BROWN, PC2+ years Filed as: WITHUM SMITH & BROWN, PC Service code 10 · EIN 22-2027092 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Accounting | $16,400 |
PREFERRED PENSION PLANNING2+ years Filed as: PREFERRED PENSION PLANNING CORP Service code 11 · EIN 22-3200158 991 ROUTE 22 WEST · BRIDGEWATER, NJ 08807 | Actuarial | $16,310 |
GOLDMAN SACHS2+ years Filed as: TOWLE CAPITAL PARTNERS II, LP Service code 28 · EIN 20-3893660 1610 DES PERES ROAD · ST. LOUIS, MO 63131 | Investment Management | $15,244 |
ADP BROKER-DEALER1 year Filed as: ADP Service code 12 · EIN 22-3006057 1851 N. RESLER DRIVE · EL PASO, TX 79912 | Claims processing | $5,758 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | 8.42% | 4.08%+4.3pp | 3.97%+4.4pp | 11.88%-3.5pp |
| Employer contribution / active EE | $67,961 | $19,692+245.1% | $28,168+141.3% | $14,612+365.1% |
| Participant deferral / active EE | $0 | $1,371-100.0% | $274-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |